Email address
[email protected]Contact number
+1 312 902 5200About
Provided by Katten
Wealth management is an ongoing, ever-evolving service for our private clients, which include domestic and international high-net-worth individuals, family-owned businesses, trusts and trustees, personal investment vehicles, other closely held business entities, and family offices. The complex problems confronting individual clients involve local, federal and international tax, estate planning, trust and estate administration, and litigation and alternative dispute resolution laws, rules and regulations. We focus on creating and implementing an integrated structure that will accomplish the client’s business and personal objectives in a tax-efficient and predictable manner, with sufficient flexibility to address unanticipated change. High-net-worth individuals and their family offices turn to us for unique, holistic solutions that respond to their wealth, business and estate planning needs and to their particular wishes for family governance and succession.
Our Private Client Services attorneys work seamlessly with other Katten industry and practice teams, including Trusts and Estates, Corporate, Litigation and Dispute Resolution, Real Estate, Tax Planning, Antitrust and Competition, Employee Benefits and Executive Compensation, Environmental, Financial Services, Insolvency and Restructuring, and Intellectual Property, to provide private clients with creative and comprehensive representation in all areas integrated with their wealth, business, succession and estate planning.
Chambers Review
The private wealth practice at Katten handles a broad range of issues for high net worth clients. The firm has expertise in areas such as business succession and charitable planning, fiduciary and philanthropic matters.
Strengths
Provided by Chambers
"They really are at full strength at Katten. There is never any doubt they have the numbers in the team ready to go. We have never felt that we were being put in second place for any of their work."
"Katten provides excellent and very intricate support in complex matters."
"They really are at full strength at Katten. There is never any doubt they have the numbers in the team ready to go. We have never felt that we were being put in second place for any of their work."
"Katten provides excellent and very intricate support in complex matters."
Notable Practitioners
Michael Hartz is experienced in business succession and estate planning and administration.
"He is very good at making things simple to understand. Michael can make complex things simple for those people who are not lawyers."
"Michael has a very good manner of explaining things and making sure you understand. He is very conscientious and always thinking ahead. I find him a pleasure to work with."
Adam Damerow works with high net worth individuals on non-contentious and contentious matters relating to trusts and estates.
"Adam is an excellent lawyer and adviser. He knows the legal aspects but is valued beyond legal expertise. He brings sound business advice and judgement as well."
Charles Harris works closely with wealthy clients on tax and estate planning issues.
"I consider myself most fortunate to have the privilege of working with Charles Harris. His advice and legal excellence have been extremely helpful."
"Chuck is a valued member of my team."
Tye Klooster is experienced in complex estate planning and trust administration matters. He is well known for his skill in private equity-related planning.
Ranked Individuals at
Katten
Illinois
Members
Provided by Katten
Andrew L. McKay
Charles Harris
David M Allen
Michelle R. Canerday
Nicholas J. Heuer
Philip J Tortorich
Tye J Klooster
Industries
Provided by Katten
Banks
Charities / Not for Profit
Financial Services
Health Care
Media
Private Clients / Individuals